Good morning, all. This is possibly a dumb question but those are my
specialty, so here goes ... At one point in the not too distant past, I
was able to restrict edit access for a *section* in a custom form to
folks with "Manage" access to the project. For example, we have a
"Project Approval" secti...
I cannot find anything in the documentation or setup screens on how to
add a new project log option/type. I see how to add new risk types in
the Setup screen, but I cannot find anything about project log types, so
I can add them to the "type" drop down list as show in the attached
image. Help! I kno...
Hi, everyone, With 2022.2 release last week, we enabled the ability to
have multi-object custom forms. This means that now you can attach the
same custom form on several object types instead of having to maintain
copies of the same form for various objects. Do you have any feedback
you'd like to sha...
So I'm attempting to streamline an internal process we follow to request
part #s setup in our ERP. I've attached a screenshot of the ideal
process flow, but basically the key steps are as follows:An event
triggers a part # to be setupUser 1 (owner) initiates request with high
level detail (name, des...
I just migrated to New Experience and it seems that there is no
autocomplete feature in custom form single line text fields when editing
on the Project Details tab, though there is in Classic. I could not find
anything about this in One. Is this a feature that is coming? Thanks.
Four more incredible opportunities to watch a Leap session the week of
July 13 and then come to the community and pick these expert's brains on
their individual posts throughout the week. July 13: Integrations
Everyone Should Be Using: Andy Hess, WorkfrontJuly 14: Battle for Focus:
How Will Enterpri...
Hey folks, I’m excited to announce a new feature that is now available
in your Preview environment! The separation of name and label for custom
fields is there! From now on, you can freely change the custom field
labels without any impact on the API usage of the field. You can find
more information ...
I'm looking for suggestions on media/ad buys and/or insertion orders in
Workfront or an API connection that you're using for this. I'm thinking
I could create a custom form or a report that could be used to export
the details then once it's approved, a billing record with the media
expenses could be...
Long time listener, first time caller. I'm trying to help a department
in my company with a custom form that is supplemental to their main
request form. This secondary form uses a series of calculated fields to
break down the quantities of marketing materials needing to be ordered
for our 100+ retai...
We have a creative brief pdf that is required to be attached when
submitting a new creative request. However, I don't see any way to
attach a document to a custom form. We want it be part of the intake
form so the user doesn't have to go back and remember to upload it to
the documents tab after they...